Columbus Financial Concepts

Financial Planning, Mortgage Companies

About us

From investment management, estate planning and mutual funds to retirement planning and college funding, our experienced financial planners can help. Give us a call to start today!

Business highlights

40 years of trusted experience

Services we offer

financial planning, financial planner, mutual funds, wealth management, retirement planning, college funding planning, estate planning, tax planning, employee benefit plans, life insurance, disability insurance, wealth planning


Accepted payment methods

Check

Photos of past projects

Reviews

5.01 Reviews
Number of StarsImage of DistributionNumber of Ratings
5
100%
4
0%
3
0%
2
0%
1
0%


Rating CategoryRating out of 5
quality
5.0
value
5.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0
Showing 1-1 of 1 reviews

TIM E.
10/2005
5.0
financial advisor
  + -1 more
CAP IS VERY STRAIGHTFORWARD AND TRUSTWORTHY. HIS ADVICE HAS GIVEN ME GOOD RETURNS THE PAST FEW YEARS IN MY RETIREMENT SAVINGS DESPITE A SLOW MARKET. HE GETS TOGETHER WITH ME YEARLY TO GET A LOOK AT MY COMPLETE FINANCIAL PICTURE. HIS REPORTS GIVE ME PEACE KNOWING THAT I AM ADEQUATELY PREPARING FOR RETIREMENT AND OTHER FINANCIAL GOALS.
Description of Work: CAP CLEGG IS MY FINANCIAL ADVISOR.

Rating CategoryRating out of 5
quality
5.0
value
5.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0

Yes, I recommend this pro

    Contact information

    5500 Frantz Rd Ste 151, Dublin, OH 43017

    http://www.columbusfinancialconcepts.com

    Service hours

    Monday:
    7:00 AM - 5:00 AM
    Tuesday:
    7:00 AM - 5:00 AM
    Wednesday:
    7:00 AM - 5:00 AM
    Thursday:
    7:00 AM - 5:00 AM
    Friday:
    7:00 AM - 5:00 AM

    Licensing

    State Contractor License Requirements

    All statements concerning insurance, licenses, and bonds are informational only, and are self-reported. Since insurance, licenses and bonds can expire and can be cancelled, homeowners should always check such information for themselves. To find more licensing information for your state, visit our State Contractor License Requirements page.

    *Contact business to see additional licenses.


    Service Categories

    Financial Planning,
    Mortgage Companies

    FAQ

    Columbus Financial Concepts is currently rated 5 overall out of 5.

    Monday: 7:00 AM - 5:00 AM

    Tuesday: 7:00 AM - 5:00 AM

    Wednesday: 7:00 AM - 5:00 AM

    Thursday: 7:00 AM - 5:00 AM

    Friday: 7:00 AM - 5:00 AM

    Columbus Financial Concepts accepts the following forms of payment: Check
    No, Columbus Financial Concepts does not offer free project estimates.
    No, Columbus Financial Concepts does not offer eco-friendly accreditations.
    No, Columbus Financial Concepts does not offer a senior discount.
    No, Columbus Financial Concepts does not offer emergency services.
    No, Columbus Financial Concepts does not offer warranties.
    Columbus Financial Concepts offers the following services: financial planning, financial planner, mutual funds, wealth management, retirement planning, college funding planning, estate planning, tax planning, employee benefit plans, life insurance, disability insurance, wealth planning

    Contact information

    5500 Frantz Rd Ste 151, Dublin, OH 43017

    http://www.columbusfinancialconcepts.com

    Service hours

    Monday:
    7:00 AM - 5:00 AM
    Tuesday:
    7:00 AM - 5:00 AM
    Wednesday:
    7:00 AM - 5:00 AM
    Thursday:
    7:00 AM - 5:00 AM
    Friday:
    7:00 AM - 5:00 AM